HWA
HHM Wealth Advisors’s Peloton Interactive PTON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100
| Closed | -$632 | – | 925 |
|
|
2025
Q1 | $632 | Hold |
100
| – | – | ﹤0.01% | 871 |
|
|
2024
Q4 | $870 | Hold |
100
| – | – | ﹤0.01% | 873 |
|
|
2024
Q3 | $468 | Hold |
100
| – | – | ﹤0.01% | 744 |
|
|
2024
Q2 | $338 | Hold |
100
| – | – | ﹤0.01% | 758 |
|
|
2024
Q1 | $429 | Hold |
100
| – | – | ﹤0.01% | 711 |
|
|
2023
Q4 | $609 | Hold |
100
| – | – | ﹤0.01% | 709 |
|
|
2023
Q3 | $505 | Hold |
100
| – | – | ﹤0.01% | 752 |
|
|
2023
Q2 | $769 | Sell |
100
-3
| -3% | -$23 | ﹤0.01% | 760 |
|
|
2023
Q1 | $1.17K | Sell |
103
-100
| -49% | -$1.14K | ﹤0.01% | 760 |
|
|
2022
Q4 | $1.61K | Hold |
203
| – | – | ﹤0.01% | 623 |
|
|
2022
Q3 | $1K | Hold |
203
| – | – | ﹤0.01% | 627 |
|
|
2022
Q2 | $2K | Hold |
203
| – | – | ﹤0.01% | 744 |
|
|
2022
Q1 | $5K | Buy |
203
+200
| +6,667% | +$4.93K | ﹤0.01% | 613 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 696 |
|
|
2021
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 652 |
|